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Operates one of the largest networks of auto collision repair centres in North America under brands including Boyd Autobody and Gerber Collision & Glass.
Operates one of the largest networks of auto collision repair centres in North America under brands including Boyd Autobody and Gerber Collision & Glass.
Insurers pay most of the bill for a collision repair and steer drivers to approved shops under direct-repair programs, so relationships with a few big insurers and repair speed matter. Same-shop sales depend on claim counts, parts and labour costs. Growth has long come from buying independent shops.
In one line: North America's largest auto collision repair chain.
Moat: narrow (scale, customer qualification, installed base). Direct repair program relationships with major insurers and a large multi-location network create barriers for smaller shops.
Headquarters: Winnipeg, Canada · Founded: 1990 · Employees: 13,424
Size Boyd Group Services (BYD.TO) is a Canada Consumer Discretionary company (Other Consumer Services) with a market value of $2.48B, the 172nd largest of 420 Canada companies the cockpit tracks. Shares closed at C$124.99 on 6 Nov 2026.
Performance Over six months the shares fell 23.7%, against +0.2% for the median peer and +5.2% for the Canada market (cap-weighted) — 4th lowest of 21 in its peer set.
Growth Revenue grew 16.1% over the last twelve months (peer median +9.5%); the operating margin is 4.5% (peer median 15.2%).
Valuation It trades at 22.1× forward earnings against a peer median of 12.0× (5th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 9% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is -7 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.6 points below its cost of capital (5.8% WACC).
Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | C$4.97B | C$4.39B | C$4.21B | C$3.98B | C$3.17B |
| Revenue growth | — | +4% | +6% | +26% | — |
| Gross profit | C$1.91B | C$1.70B | C$1.60B | C$1.55B | C$1.19B |
| EBITDA | C$636M | C$526M | C$459M | C$497M | C$356M |
| Net income | C$12.5M | C$25.7M | C$33.6M | C$117M | C$53.3M |
| Free cash flow | C$431M | C$379M | C$283M | C$378M | C$280M |
| Capital expenditure | C$82.5M | C$87.4M | C$111M | C$91.1M | C$43.8M |
| Total debt | C$2.88B | C$2.35B | C$1.80B | C$1.50B | C$1.33B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Boyd Group Services BYD.TO | $2.48B | -24% | +16% | 5% | 22.1× | 9.4% |
| Driven Brands DRVN | $1.96B | -11% | -11% | 15% | 9.6× | 3.3% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | BYD.TO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +13.9% | +4.6% | 8th highest of 21 |
| 6-month return | -23.7% | +0.2% | 4th lowest of 21 |
| Distance from 52-week high | -49.6% | -24.4% | 3rd lowest of 21 |
| Revenue growth (TTM) | +16.1% | +9.5% | 5th highest of 21 |
| Operating margin | 4.5% | 15.2% | 2nd lowest of 21 |
| Forward P/E | 22.1× | 12.0× | 5th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 9.4% | 5.6% | 6th most demanding of 19 |
| Growth delivered (Del g) | +16.0% | +16.1% | 10th highest of 19 |
| Hurdle (Req g minus delivered) | -6.5 pp | -20.3 pp | 5th most demanding of 19 |
| ROIC minus cost of capital | -2.6 pp | +6.2 pp | lowest of 20 |
| EV / EBITDA | 9.9× | 9.2× | 9th most expensive of 19 |
| Net debt / EBITDA | 4.5× | 1.2× | 3rd most indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Boyd Group Services BYD.TO | Canada | $2.48B | -24% | +16% | 5% | 22.1× | 9.4% | +16.0% |
| Peloton Interactive PTON | United States | $2.50B | -1% | -2% | 9% | 18.7× | 7.2% | -9.5% |
| Basic-Fit BFIT.AS | Netherlands | $2.23B | +2% | +18% | 12% | 22.0× | 6.5% | +30.4% |
| OneSpaWorld OSW | United States | $3.12B | +25% | +10% | 10% | 24.5× | 19.5% | +51.4% |
| Driven Brands DRVN | United States | $1.96B | -11% | -11% | 15% | 9.6× | 3.3% | +15.5% |
| Stride LRN | United States | $3.15B | -15% | +2% | 19% | 9.5× | -19.1% | +10.4% |
| Park24 4666.T | Japan | $1.93B | -2% | +4% | 10% | 6.8× | -5.2% | +8.6% |
| Ferrotec (An Hui) Technology Development 301297.SZ | China | $3.21B | -30% | +37% | 10% | n/a | n/a | n/a |
| Tongcheng Travel 0780.HK | Hong Kong | $3.38B | -37% | +15% | 17% | 6.1× | -15.0% | +25.8% |
| Flight Centre Travel FLT.AX | Australia | $1.72B | +17% | +3% | 7% | 11.4× | 8.5% | +48.5% |
| Jet2 JET2.L | United Kingdom | $3.61B | +34% | +4% | 6% | 11.1× | n/a | n/a |
| Perdoceo Education PRDO | United States | $1.68B | -25% | +12% | 25% | 9.1× | -16.0% | +4.2% |
| Covista CVSA | United States | $3.67B | -18% | +9% | 20% | 12.0× | -3.7% | +16.6% |
| Saga SAGA.L | United Kingdom | $1.67B | +56% | +37% | 16% | 18.6× | 12.6% | +14.3% |
| Marriott Vacations Worldwide VAC | United States | $3.80B | +43% | +5% | 11% | 11.4× | 7.7% | +11.8% |
| Indian Railway Catering & Tourism IRCTC.NS | India | $3.87B | -20% | +15% | 30% | 24.2× | 28.7% | +46.4% |
| Changbai Mountain Tourism 603099.SS | China | $1.54B | +8% | +2% | 20% | 71.9× | 15.4% | +39.7% |
| Tui TUI1.DE | Germany | $4.31B | +17% | -2% | 4% | 7.4× | -2.0% | +24.9% |
| Valvoline VVV | United States | $4.44B | -2% | +16% | 18% | 19.4× | 10.3% | -6.2% |
| Planet Fitness PLNT | United States | $4.56B | +31% | +13% | 31% | 17.3× | 4.8% | +26.6% |
| Kakaku.com 2371.T | Japan | $4.63B | +42% | +17% | 27% | 31.3× | 4.6% | +13.0% |